| |
| |
|
| Insider
Information: |
Morrissey William P. Jr. |
| Relationship: |
Managing Director |
| City: |
Boston |
| State: |
MA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
18,091 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$4,898,862 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
18,091 |
|
|
| Total
Value |
$4,898,862 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
LPL Investment Holdings Inc |
LPLA |
Managing Director |
2018-03-13 |
18,091 |
|
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
23 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-03-13 |
4 |
D |
$64.99 |
$25,996 |
D/D |
(400) |
18,091 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-03-06 |
4 |
D |
$64.27 |
$14,846 |
D/D |
(231) |
18,491 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-02-25 |
4 |
D |
$65.50 |
$50,632 |
D/D |
(773) |
18,722 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
1,954 |
19,495 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-02-05 |
4 |
OE |
$27.80 |
$556,000 |
D/D |
20,000 |
37,541 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-02-05 |
4 |
AS |
$60.57 |
$1,254,823 |
D/D |
(20,000) |
17,541 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2017-06-02 |
4 |
S |
$39.34 |
$1,264,781 |
D/D |
(32,150) |
17,541 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2017-06-02 |
4 |
OE |
$21.60 |
$694,440 |
D/D |
32,150 |
49,691 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2017-03-13 |
4 |
A |
$0.00 |
$0 |
D/D |
3,468 |
17,541 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2017-03-06 |
4 |
D |
$39.30 |
$9,904 |
D/D |
(252) |
14,073 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2017-02-25 |
4 |
D |
$39.13 |
$33,613 |
D/D |
(859) |
14,325 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2017-02-24 |
4 |
D |
$39.13 |
$7,943 |
D/D |
(203) |
15,184 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Divisional President BD |
• – – |
2017-02-22 |
4 |
D |
$40.16 |
$10,482 |
D/D |
(261) |
15,387 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Business Development |
• – – |
2016-03-06 |
4 |
D |
$21.44 |
$5,403 |
D/D |
(252) |
15,648 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Business Development |
• – – |
2016-02-24 |
4 |
D |
$19.35 |
$3,928 |
D/D |
(203) |
6,091 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Divisional President IAS |
• – – |
2016-02-22 |
4 |
D |
$19.92 |
$5,199 |
D/D |
(261) |
6,294 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Divisional Pres. of IAS |
• – – |
2015-12-14 |
4 |
OE |
$21.60 |
$540,000 |
D/D |
25,000 |
31,555 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Divisional Pres. of IAS |
• – – |
2015-12-14 |
4 |
S |
$42.85 |
$1,071,250 |
D/D |
(25,000) |
6,555 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Independent Advisor Svcs |
• – – |
2015-03-06 |
4 |
A |
$0.00 |
$0 |
D/D |
2,002 |
6,555 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Independent Advisor Svcs |
• – – |
2015-02-25 |
4 |
D |
$45.46 |
$41,187 |
D/D |
(906) |
4,553 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Independent Advisor Svcs |
• – – |
2015-02-24 |
4 |
D |
$45.58 |
$9,207 |
D/D |
(202) |
5,459 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Independent Advisor Svcs |
• – – |
2015-02-22 |
4 |
D |
$45.69 |
$11,925 |
D/D |
(261) |
5,661 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
MD, Independent Advisor SvcsOf |
• – – |
2014-04-14 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
5,922 |
|
- |
|
23 Records found
|
1
|
Page 1 of 1 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
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